Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $143,151 |
NFP RETIREMENT INC3 years Filed as: NFP CORPORATE SERVICES Service code 17 · EIN 41-1505971 | Pension Consulting | $28,515 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,767 | $65,118-6.7% | $76,768-20.8% | $55,727+9.0% |
| Participation rate | 99.0% | 79.6%+19.4pp | 77.0%+22.1pp | 70.9%+28.2pp |
| Annual return | -2.18% | -1.27%-0.9pp | 2.43%-4.6pp | 244.94%-247.1pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,266 | $3,688+15.7% | $3,852+10.8% | $3,356+27.1% |
| Admin fee / account holder | $190 | $116+63.7% | $6,676-97.2% | $115+64.7% |